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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,012 | $64,311+253.0% | $57,356+295.8% | $125,389+81.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.87% | 25.14%-24.3pp | 24.41%-23.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $6,081 | $3,193+90.4% | $2,689+126.2% | $4,866+25.0% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,778 | $5,243+29.3% | $3,357+101.9% | $9,541-29.0% |